+149.8%
BAC vs NVDX
+815.5%
-665.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.4% | +0.5% |
| 7D | +0.6% | -0.9% | +1.5% | +0.7% |
| 30D | -1.4% | +3.0% | -4.3% | -1.6% |
| 3M | +15.7% | +6.8% | +9.0% | +14.9% |
| 6M | +32.2% | +28.6% | +3.6% | +29.3% |
| YTD | +15.8% | +17.0% | -1.2% | +13.5% |
| 1Y | +27.3% | +27.0% | +0.3% | +23.7% |
| All | +149.8% | +815.5% | -665.8% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling